Steward Financial Group’s Select Medical SEM Stock Holding History

Steward Financial Group’s Portfolio SEM Stock Details SEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$3K	Buy	+225	New	+$3.47K	﹤0.01%	878
2023 Q2	–	Sell	-197	Closed	-$2K	–	911
2023 Q1	$2K	Buy	197 +104	+112%	+$1.53K	﹤0.01%	529
2022 Q4	$1K	Buy	+93	New	+$1.2K	﹤0.01%	470
2022 Q3	–	Sell	-110	Closed	-$1K	–	1099
2022 Q2	$1K	Buy	+110	New	+$1.41K	﹤0.01%	856

Other funds holding SEM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's SEM Position: Q3 2023 in Review

Steward Financial Group opened a new position in Select Medical (SEM) in Q3 2023: 225 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #878 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in SEM as recently as Q1 2023.

Steward Financial Group first reported a position in SEM in Q2 2022 and has held it in 4 quarters since. 247 funds tracked by Wall St. Rank hold SEM as of Q3 2023.

Steward Financial Group held 225 shares of Select Medical worth $3K as of Q3 2023.
Select Medical was a new Steward Financial Group position in Q3 2023.
Select Medical made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #878 holding.
Steward Financial Group first reported a position in Select Medical in Q2 2022 and has held it in 4 quarters since.
247 funds tracked by Wall St. Rank held Select Medical as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.